SWIM

Smallwood Wealth Investment Management Portfolio holdings

AUM $191M
1-Year Est. Return 17.52%
This Quarter Est. Return
1 Year Est. Return
+17.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.08M
3
+$318K
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$302K
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$291K

Top Sells

1
+$327K
2
+$239K
3
+$100K
4
T icon
AT&T
T
+$90K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$82.9K

Sector Composition

1 Technology 11.38%
2 Financials 6.15%
3 Consumer Staples 3.82%
4 Communication Services 2.71%
5 Healthcare 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$82.2K 0.05%
1,683
127
$80.8K 0.05%
1,707
-270
128
$80.5K 0.05%
258
+54
129
$79.6K 0.05%
1,000
130
$77.7K 0.04%
1,570
+37
131
$77K 0.04%
1,117
132
$75.6K 0.04%
912
+90
133
$74.1K 0.04%
668
134
$73.3K 0.04%
550
135
$73.1K 0.04%
4,000
136
$72.8K 0.04%
283
-12
137
$72.6K 0.04%
987
138
$71.2K 0.04%
2,688
139
$70.4K 0.04%
275
140
$68.6K 0.04%
216
+35
141
$68.5K 0.04%
+322
142
$67.9K 0.04%
856
143
$67.2K 0.04%
500
144
$67.1K 0.04%
737
145
$66.8K 0.04%
+275
146
$66.1K 0.04%
150
147
$64K 0.04%
481
-35
148
$63.7K 0.04%
150
149
$62.2K 0.04%
890
150
$60.2K 0.03%
308
4 5
6
7 8